Creating Instructions for Planners

Using Oracle Hyperion Planning features, administrators can create customized instructions to guide planners in their work:

• Create explicit instructions in the Description text box when creating forms. For example, "Select this form to forecast revenue income." See Editing Forms.

• Provide clear instructions for task lists and individual tasks, such as, "Use this task list to allocate general expenses" or "Select this task to allocate phone expenses." .

• When setting options for forms, select the Enable Cell-level Document option (see Setting Form Layout), and then link cells to documents in Oracle Hyperion Enterprise Performance Management Workspace. These documents can be a Web site or any file type (for example, an .XLS or .PDF file). For example, you could associate a cell with a document that explains the organization's assumptions for January's telephone expenses. See the Oracle Hyperion Planning User's Guide.

• Create tasks of type:

  • URL—to open a URL. For example, link to the Accounting department's internal Web site that provides assumptions for the latest forecast.

  • Descriptive—to display instructions. For example, "If you travel during this period, leave a contact number with your Finance representative."

• Create descriptive text for runtime prompts that are specific and tell users what type of data is expected. For example: "Select the project," "Enter the expected number of customer visits per quarter," and "What percentage change in revenue do you expect next month?" See Setting Business Rule Properties.

• Use broadcast messaging to send instructions to all planners who are currently logged on to an application. For example, broadcast a message, "Remember that all forecast revisions are due by the end of the week." See Using Broadcast Messaging.